When you export a report as a PDF, you can choose a style template which controls how the report will display in the PDF. Style templates give you control over things like page orientation, headers, footers, logos, watermarks and colours. You can create as many templates as you like to suit your business needs. | UI Expand |
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| title | Creating a style template |
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| - Click Reports then click Go to PDF style templates.
Click Create new style. | UI Text Box |
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| Duplicate an existing template If you already have a template that's close to what you'd like, duplicate it and make your changes. This'll save time by not having to start from scratch. |
Set up your style template. Here's an overview of each sectionsetting. | UI Expand |
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title| Setting | What you can do |
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| Page Layout |
| When you're done, click | Choose whether you want subtotals to span pages Set the page orientation (auto, portrait or landscape) | | Header | Choose whether your header applies to the first page or all pages Upload a logo | | Footer | Add text to the footer of each page Reset to default | | Watermark | Add a watermark to each page Choose the watermark position and colour Reset to default | | Style Options | Choose the backgound and text colour Reset to default |
- Click Save as.
- Give your template a Name.
- (Optional) Enter a Description of the template.Select whether the
- template is just for you or all usersChoose who can access this template by selecting either Only I have access or All users have access.
- If you have more than one <MYOB X> business and you'd like this template available for your other businesses, select the option Make this report available in other businesses.
- Click When you're done, click Save.
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